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Book Your Free
Family Wealth Planning Session
30 minutes. Zero pressure. 100% virtual. Let's find out what your family needs — and what would happen today if you didn't make it home tonight.
Request Your Free Planning Session
Fill out the form below and we'll be in touch to schedule your free session. We respond within 4 hours.
We respond within 4 hours — because your family's protection shouldn't wait.
127 Texas families protected in 2026
5.0 · 100% would recommend
Licensed Texas Attorney
Get In Touch
Serving Houston & All of Texas
100% virtual — meet from the comfort of your home
Available statewide via ZoomVirtual Meetings
All sessions via Zoom — camera optional
Availability
Monday – Friday: 9:00 AM – 6:00 PM
Evenings & Saturdays: By appointment
We work around YOUR schedule
Free sessions available this week
We limit new families to ensure every family gets our full attention. Availability fills quickly — especially evenings and Saturdays.
3 of 5 spots open
What Families Say
“Best thing we did for our kids. The process was fast, easy, and finally gives us peace of mind.”
Amanda & Tyler W.
Fort Worth, TX
“I was nervous to book. But the free session was genuinely zero pressure — just honest guidance. Worth it.”
Sarah M.
Austin, TX
“As a single mom, I needed someone who got it. They did. My kids are protected now and I can actually sleep.”
Jennifer T.
Houston, TX
Not sure yet?
Take the free Family Protection Assessment →Your Free Planning Session
What to Expect
Your Family Wealth Planning Session is always free, always confidential, and always about your family — not about selling you something.
A Real Conversation, Not a Sales Pitch
We'll talk about your family, your concerns, and what matters most to you. No scripts, no hard sell — just honest guidance from someone who cares.
Clear Guidance in Plain English
We'll explain exactly what your family needs (and doesn't need) — no legal jargon, no scare tactics. Just the truth about what would happen today and how to fix it.
Transparent, Upfront Pricing
You'll know exactly what your plan costs before you commit. No hidden fees, no surprise bills. We also offer payment plans because every family deserves protection.
A Clear Next Step — Whether You Hire Us or Not
You'll leave knowing exactly what to do next to protect your family. Even if we're not the right fit, you'll walk away more informed than you came in.
30 Minutes Could Change Everything
Your family's future is too important to put off. Take the first step today — it's free, it's easy, and you'll feel better knowing you did.